Pioneer Wealth Management Group Q2 2025 Filing
Filed July 11, 2025
Portfolio Value
$269.7B
Holdings
45
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 1,301,476 | $55.1B | 20.44% | |
| 2 | SCHZSCHWAB STRATEGIC TR | 2,226,231 | $51.7B | 19.18% | |
| 3 | DFAIDIMENSIONAL ETF TRUST | 1,141,667 | $39.5B | 14.63% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 289,235 | $24.0B | 8.89% | |
| 5 | DFAEDIMENSIONAL ETF TRUST | 569,117 | $16.5B | 6.11% | |
| 6 | SCHHSCHWAB STRATEGIC TR | 612,777 | $13.0B | 4.81% | |
| 7 | DFASDIMENSIONAL ETF TRUST | 128,262 | $8.2B | 3.03% | |
| 8 | DFCFDIMENSIONAL ETF TRUST | 178,256 | $7.5B | 2.79% | |
| 9 | DFATDIMENSIONAL ETF TRUST | 121,123 | $6.5B | 2.42% | |
| 10 | VVVANGUARD INDEX FDS | 21,911 | $6.3B | 2.32% | |
| 11 | VTVVANGUARD INDEX FDS | 20,321 | $3.6B | 1.33% | |
| 12 | SCHESCHWAB STRATEGIC TR | 104,790 | $3.2B | 1.17% | |
| 13 | SCHFSCHWAB STRATEGIC TR | 137,086 | $3.0B | 1.12% | |
| 14 | DFACDIMENSIONAL ETF TRUST | 83,354 | $3.0B | 1.11% | |
| 15 | ESGUISHARES TR | 17,414 | $2.4B | 0.87% | |
| 16 | ESGDISHARES TR | 24,932 | $2.2B | 0.82% | |
| 17 | VBRVANGUARD INDEX FDS | 10,325 | $2.0B | 0.75% | |
| 18 | VNQVANGUARD INDEX FDS | 22,344 | $2.0B | 0.74% | |
| 19 | VEUVANGUARD INTL EQUITY INDEX F | 29,467 | $2.0B | 0.73% | |
| 20 | VBVANGUARD INDEX FDS | 8,273 | $2.0B | 0.73% | |
| 21 | NUEMNUSHARES ETF TR | 48,748 | $1.6B | 0.60% | |
| 22 | BNDVANGUARD BD INDEX FDS | 20,945 | $1.5B | 0.57% | |
| 23 | NUSCNUSHARES ETF TR | 32,322 | $1.3B | 0.49% | |
| 24 | TFLOISHARES TR | 25,513 | $1.3B | 0.48% | |
| 25 | VEAVANGUARD TAX-MANAGED FDS | 17,826 | $1.0B | 0.38% | |
| 26 | VTIVANGUARD INDEX FDS | 2,865 | $870.8M | 0.32% | |
| 27 | NVDANVIDIA CORPORATION | 5,175 | $817.6M | 0.30% | |
| 28 | PTLNORTHERN LTS FD TR IV | 3,511 | $805.1M | 0.30% | |
| 29 | VGITVANGUARD SCOTTSDALE FDS | 13,432 | $803.4M | 0.30% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,158 | $562.5M | 0.21% | |
| 31 | CEFAGLOBAL X FDS | 16,325 | $560.6M | 0.21% | |
| 32 | ITOTISHARES TR | 3,975 | $536.8M | 0.20% | |
| 33 | UNPUNION PAC CORP | 2,030 | $467.1M | 0.17% | |
| 34 | DFICDIMENSIONAL ETF TRUST | 14,618 | $454.5M | 0.17% | |
| 35 | VWOVANGUARD INTL EQUITY INDEX F | 8,842 | $437.3M | 0.16% | |
| 36 | CRMSALESFORCE INC | 1,535 | $418.6M | 0.16% | |
| 37 | NSCNORFOLK SOUTHN CORP | 1,503 | $384.7M | 0.14% | |
| 38 | VOOVANGUARD INDEX FDS | 627 | $356.1M | 0.13% | |
| 39 | AAPLAPPLE INC | 1,539 | $315.9M | 0.12% | |
| 40 | VIGVANGUARD SPECIALIZED FUNDS | 1,541 | $315.5M | 0.12% | |
| 41 | IBDNORTHERN LTS FD TR IV | 11,577 | $278.0M | 0.10% | |
| 42 | TPSCTIMOTHY PLAN | 6,974 | $269.8M | 0.10% | |
| 43 | LQDISHARES TR | 2,374 | $260.2M | 0.10% | |
| 44 | MSFTMICROSOFT CORP | 497 | $247.3M | 0.09% | |
| 45 | HDHOME DEPOT INC | 628 | $230.3M | 0.09% |